Profile

Jonathan D. Lea, CPA, EA, Firm Owner

Jonathan D. Lea, CPA, EA, Firm Owner

Master Tax and Financial Planner

  • 25 years’ experience in accounting for small business and tax preparation.
  • He specializes in Individual Tax Returns, Audit Resolutions, and Small Business Returns.
  • In prior positions, he managed tax offices and taught a variety of Tax classes.
  • He enjoys partnering with clients to solve their tax issues.
  • He actively listens to client concerns and goes to great lengths to explain tax issues in words that they will understand.
  • He prides himself on honest, fair, and accurate tax preparation.
  • Most of his clients have continued to work with him over the years because of the professional relationship based on trust and understanding that provides peace of mind.

Professional Credentials

  • Certified Public Accountant in California and Virginia
  • Enrolled Agent licensed to represent clients before the IRS
  • QuickBooks Advisor
  • BS in Accounting from University of Virginia
  • MS in Tax and Financial Planning from San Diego State University

Professional Associations

  • California Society of Certified Public Accountants
  • National Society of Tax Professionals
  • National Association of Tax Professionals

Other

  • Prior Military Experience
  • Enjoys Movies, History, Travel, and Singing
  • Resident of Mira Mesa